Ken Fisher
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Ken Fisher’s Curtiss-Wright CW Stock Holding History

Ken Fisher’s Portfolio CW Stock Details CW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$90.1M Sell
118,930
-3,742
-3% -$2.74M 0.03% 181
2026
Q1 		$83.6M Sell
122,672
-9,399
-7% -$6.25M 0.03% 179
2025
Q4 		$72.8M Buy
132,071
+11,536
+10% +$6.43M 0.02% 192
2025
Q3 		$65.4M Buy
120,535
+8,095
+7% +$3.99M 0.02% 199
2025
Q2 		$54.9M Sell
112,440
-718
-0.6% -$283K 0.02% 204
2025
Q1 		$35.9M Buy
113,158
+9,348
+9% +$3.15M 0.02% 250
2024
Q4 		$36.8M Buy
103,810
+33,356
+47% +$12M 0.01% 259
2024
Q3 		$23.2M Buy
70,454
+5,437
+8% +$1.61M 0.01% 325
2024
Q2 		$17.6M Buy
65,017
+2,539
+4% +$679K 0.01% 354
2024
Q1 		$16M Buy
62,478
+2,452
+4% +$570K 0.01% 358
2023
Q4 		$13.4M Sell
60,026
-4,075
-6% -$853K 0.01% 375
2023
Q3 		$12.5M Sell
64,101
-1,534
-2% -$304K 0.01% 402
2023
Q2 		$12.1M Buy
65,635
+2,637
+4% +$449K 0.01% 427
2023
Q1 		$11.1M Sell
62,998
-382
-0.6% -$64.7K 0.01% 434
2022
Q4 		$10.6M Sell
63,380
-1,337
-2% -$223K 0.01% 429
2022
Q3 		$9.01M Sell
64,717
-20,775
-24% -$2.95M 0.01% 411
2022
Q2 		$11.3M Buy
85,492
+1,252
+1% +$178K 0.01% 347
2022
Q1 		$12.6M Buy
84,240
+240
+0.3% +$34.1K 0.01% 359
2021
Q4 		$11.6M Sell
84,000
-8,711
-9% -$1.15M 0.01% 375
2021
Q3 		$11.7M Sell
92,711
-942
-1% -$113K 0.01% 360
2021
Q2 		$11.1M Sell
93,653
-3,186
-3% -$398K 0.01% 363
2021
Q1 		$11.5M Sell
96,839
-5,173
-5% -$598K 0.01% 348
2020
Q4 		$11.9M Sell
102,012
-6,139
-6% -$648K 0.01% 348
2020
Q3 		$10.1M Sell
108,151
-15,751
-13% -$1.51M 0.01% 337
2020
Q2 		$11.1M Sell
123,902
-1,096
-0.9% -$104K 0.01% 326
2020
Q1 		$11.6M Buy
+124,998
New +$16M 0.01% 292
2019
Q4 		– Sell
-24,387
Closed -$3.15M – 834
2019
Q3 		$3.15M Buy
+24,387
New +$3.07M ﹤0.01% 487

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Ken Fisher's CW Position: Q2 2026 in Review

Ken Fisher reduced its Curtiss-Wright (CW) stake by 3.1% in Q2 2026, selling an estimated $2.74M and leaving 118,930 shares worth $90.1M. The position accounts for 0.03% of the portfolio, ranked #181.

Ken Fisher first reported a position in CW in Q3 2019 and has held it in 27 quarters since. 947 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Ken Fisher held 118,930 shares of Curtiss-Wright worth $90.1M as of Q2 2026.
  • Ken Fisher sold 3,742 Curtiss-Wright shares in Q2 2026, an estimated $2.74M.
  • Curtiss-Wright made up 0.03% of Ken Fisher's portfolio in Q2 2026, its #181 holding.
  • Ken Fisher first reported a position in Curtiss-Wright in Q3 2019 and has held it in 27 quarters since.
  • 947 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.